iShares, Inc. - EMGF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 3,014,701 | 182,178 | 1.54% | 1.4% | 1 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,830,577 | 164,824 | 0.01% | 0.01% | 2 | -126,207 | -4.27% | Q1 2026 | May 13, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 1,885,974 | 113,969 | 5.42% | 5.54% | 3 | -2,956 | -0.16% | Q1 2026 | May 08, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,589,413 | 96,048 | 0.84% | 0.75% | 4 | +276,646 | 21.07% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,382,441 | 83,540 | 1.52% | 1.25% | 5 | +191,408 | 16.07% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,270,119 | 76,753 | 0.01% | 0.01% | 6 | +174,769 | 15.96% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 837,598 | 50,616 | 0.0% | 0.0% | 7 | +22,965 | 2.82% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 740,678 | 44,759 | 0.01% | 0.01% | 8 | +12,832 | 1.76% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Reduced | 721,652 | 43,609 | 0.0% | 0.0% | 9 | -51,032 | -6.6% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 718,431 | 43,414 | 1.5% | 2.08% | 10 | -332,999 | -31.67% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 613,648 | 37,082 | 0.01% | 0.01% | 11 | +31,062 | 5.33% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 608,959 | 36,806 | 0.01% | 0.01% | 12 | +92,134 | 17.83% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | New | 591,848 | 35,765 | 0.67% | — | 13 | +591,848 | New | Q1 2026 | Apr 16, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 586,195 | 35,423 | 0.01% | — | 14 | +586,195 | New | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 583,395 | 35,254 | 0.51% | 0.53% | 15 | +10,287 | 1.79% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Reduced | 561,566 | 33,935 | 0.09% | 0.11% | 16 | -113,963 | -16.87% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 468,166 | 28,291 | 0.01% | 0.01% | 17 | +84,049 | 21.88% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | Added to | 395,533 | 23,902 | 0.76% | 0.71% | 18 | +27,399 | 7.44% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 363,367 | 21,958 | 1.17% | 1.2% | 19 | +13,974 | 4.0% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 322,184 | 19,469 | 0.61% | 0.58% | 20 | +10,338 | 3.32% | Q1 2026 | Apr 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 296,318 | 17,906 | 0.0% | 0.0% | 21 | +46,969 | 18.84% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 270,715 | 16,359 | 0.26% | 0.04% | 22 | +240,245 | 788.46% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 280,213 | 16,210 | 0.1% | 0.11% | 23 | +9,491 | 3.51% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Reduced | 208,302 | 12,587 | 1.3% | 1.7% | 24 | -113,014 | -35.17% | Q1 2026 | May 11, 2026 |
| JT Stratford LLC | History | Reduced | 186,839 | 11,290 | 1.44% | 1.42% | 25 | -4,957 | -2.58% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 162,914 | 9,844 | 0.22% | 0.17% | 26 | +28,122 | 20.86% | Q1 2026 | May 13, 2026 |
| Frontier Asset Management, LLC | History | Added to | 160,285 | 9,686 | 2.03% | 2.13% | 27 | +1,760 | 1.11% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 155,359 | 9,388 | 0.01% | 0.01% | 28 | -7,134 | -4.39% | Q1 2026 | May 15, 2026 |
| Hixon Zuercher, LLC | History | Reduced | 147,661 | 8,923 | 2.78% | 2.86% | 29 | -15,459 | -9.48% | Q1 2026 | Apr 20, 2026 |
| Amplius Wealth Advisors, LLC | History | New | 142,838 | 8,631 | 0.72% | — | 30 | +142,838 | New | Q1 2026 | Apr 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 141,860 | 8,572 | 0.11% | 0.12% | 31 | -19,357 | -12.01% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 134,748 | 8,142 | 0.06% | 0.01% | 32 | +115,154 | 587.7% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 131,531 | 7,948 | 0.04% | 0.04% | 33 | -28,107 | -17.61% | Q1 2026 | Apr 24, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 131,228 | 7,930 | 1.3% | 1.29% | 34 | -1,474 | -1.11% | Q1 2026 | Apr 21, 2026 |
| Weil Company, Inc. | History | Added to | 130,197 | 7,867 | 1.77% | 1.61% | 35 | +9,027 | 7.45% | Q1 2026 | Apr 15, 2026 |
| Navigation Group, LLC | History | New | 124,490 | 7,522 | 1.76% | — | 36 | +124,490 | New | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 119,433 | 7,217 | 0.01% | 0.01% | 37 | +8,110 | 7.29% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 118,194 | 7,142 | 0.03% | 0.02% | 38 | +8,441 | 7.69% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 110,888 | 6,700 | 0.16% | 0.16% | 39 | -9,438 | -7.84% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 108,410 | 6,627 | 0.11% | 0.11% | 40 | -332 | -0.31% | Q1 2026 | May 14, 2026 |
| Systelligence, LLC | History | Reduced | 106,414 | 6,430 | 1.25% | 2.14% | 41 | -87,903 | -45.24% | Q1 2026 | Apr 21, 2026 |
| RHS Financial, LLC | History | Reduced | 103,823 | 6,274 | 2.97% | 2.99% | 42 | -2,091 | -1.97% | Q1 2026 | Apr 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 100,720 | 6,086 | 0.04% | 0.07% | 43 | -49,307 | -32.87% | Q1 2026 | Apr 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 87,808 | 5,306 | 0.96% | 1.35% | 44 | +1,643 | 1.91% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 81,359 | 4,973 | 0.05% | 0.05% | 45 | +1,289 | 1.61% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Added to | 75,999 | 4,592 | 0.0% | 0.0% | 46 | +2,695 | 3.68% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 76,634 | 4,433 | 0.09% | 0.09% | 47 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Reduced | 72,893 | 4,404 | 0.01% | 0.01% | 48 | -18,491 | -20.23% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 71,000 | 4,290 | 0.0% | 0.0% | 49 | +27,036 | 61.5% | Q1 2026 | May 07, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 68,925 | 4,166 | 1.18% | 0.67% | 50 | +28,751 | 71.57% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 65,735 | 3,972 | 0.0% | 0.0% | 51 | -134,265 | -67.13% | Q1 2026 | May 12, 2026 |
| LifeGoal Investments, LLC | History | Added to | 63,755 | 3,899 | 2.23% | 2.2% | 52 | +6,624 | 11.59% | Q1 2026 | Apr 14, 2026 |
| Veridan Wealth LLC | History | Added to | 64,411 | 3,892 | 1.44% | 1.23% | 53 | +1,362 | 2.16% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 63,638 | 3,845 | 0.53% | 0.61% | 54 | -12,190 | -16.08% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 63,350 | 3,828 | 0.02% | 0.02% | 55 | +9,377 | 17.37% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 62,410 | 3,771 | 0.03% | 0.03% | 56 | +10,471 | 20.16% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 58,725 | 3,548 | 0.0% | 0.0% | 57 | +2,137 | 3.78% | Q1 2026 | May 13, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 56,938 | 3,293 | 2.02% | 2.02% | 58 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Keebeck Wealth Management | History | Added to | 53,039 | 3,205 | 0.36% | 0.34% | 59 | +1,362 | 2.64% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 52,986 | 3,202 | 0.0% | 0.0% | 60 | +2,422 | 4.79% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 52,089 | 3,147 | 0.02% | 0.02% | 61 | +10,449 | 25.09% | Q1 2026 | May 15, 2026 |
| Storen Legacy Partners, LLC | History | New | 50,562 | 3,055 | 0.96% | — | 62 | +50,562 | New | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 49,234 | 2,975 | 0.07% | 0.02% | 63 | +34,948 | 244.63% | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 47,967 | 2,898 | 0.0% | 0.0% | 64 | -781 | -1.6% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 47,952 | 2,897 | 0.0% | 0.0% | 65 | +444 | 0.93% | Q1 2026 | May 13, 2026 |
| Intrua Financial, LLC | History | Added to | 41,104 | 2,483 | 0.26% | 0.23% | 66 | +3,747 | 10.03% | Q1 2026 | Apr 23, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 40,014 | 2,418 | 0.06% | 0.06% | 67 | +3,423 | 9.35% | Q1 2026 | Apr 16, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 38,700 | 2,338 | 0.24% | 0.29% | 68 | -8,500 | -18.01% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 38,362 | 2,318 | 0.0% | 0.01% | 69 | -11,618 | -23.25% | Q1 2026 | May 01, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 35,654 | 2,154 | 0.86% | 0.49% | 70 | +14,803 | 70.99% | Q1 2026 | Apr 22, 2026 |
| 5T Wealth, LLC | History | Reduced | 34,335 | 2,074 | 0.82% | 0.91% | 71 | -5,261 | -13.29% | Q1 2026 | Apr 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 31,942 | 1,930 | 0.03% | 0.03% | 72 | +1,685 | 5.57% | Q1 2026 | May 12, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 31,701 | 1,915 | 0.24% | 0.23% | 73 | -1,295 | -3.92% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Reduced | 31,576 | 1,908 | 0.09% | 0.17% | 74 | -30,696 | -49.29% | Q1 2026 | May 05, 2026 |
| YHB Investment Advisors, Inc. | History | New | 30,711 | 1,855 | 0.13% | — | 75 | +30,711 | New | Q1 2026 | Apr 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 29,161 | 1,762 | 0.03% | 0.02% | 76 | +11,741 | 67.4% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 28,360 | 1,713 | 0.0% | 0.0% | 77 | +12,044 | 73.82% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Added to | 27,655 | 1,671 | 0.19% | 0.11% | 78 | +11,330 | 69.4% | Q1 2026 | Apr 28, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 24,117 | 1,635 | 0.22% | 0.2% | 79 | +946 | 4.08% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 25,333 | 1,530 | 0.02% | — | 80 | +25,333 | New | Q1 2026 | May 12, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 24,649 | 1,489 | 0.44% | 0.25% | 81 | +10,268 | 71.4% | Q1 2026 | May 04, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | New | 23,613 | 1,426 | 0.3% | — | 82 | +23,613 | New | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 23,154 | 1,399 | 0.01% | 0.01% | 83 | +551 | 2.44% | Q1 2026 | Apr 30, 2026 |
| First Citizens Financial Corp | History | Added to | 22,856 | 1,381 | 0.65% | 0.55% | 84 | +3,721 | 19.45% | Q1 2026 | Apr 07, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 22,754 | 1,375 | 1.32% | 1.24% | 85 | +6 | 0.03% | Q1 2026 | Apr 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 22,448 | 1,356 | 0.02% | 0.01% | 86 | +1,620 | 7.78% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 21,638 | 1,307 | 0.06% | 0.06% | 87 | +1,128 | 5.5% | Q1 2026 | Apr 28, 2026 |
| Hirtle & Co., LLC | History | No change | 21,314 | 1,288 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 20,263 | 1,224 | 0.26% | 0.27% | 89 | -2,256 | -10.02% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 19,551 | 1,181 | 0.0% | 0.0% | 90 | -13,681 | -41.17% | Q1 2026 | May 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 19,288 | 1,165 | 0.07% | 0.06% | 91 | +1,280 | 7.11% | Q1 2026 | Apr 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 18,978 | 1,146 | 0.08% | 0.08% | 92 | -2,367 | -11.09% | Q1 2026 | Apr 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 17,052 | 1,143 | 0.02% | — | 93 | +17,052 | New | Q1 2026 | May 01, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 18,836 | 1,138 | 0.37% | 0.38% | 94 | -1,158 | -5.79% | Q1 2026 | May 01, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 18,743 | 1,132 | 0.3% | 0.33% | 95 | -1,368 | -6.8% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 18,443 | 1,113 | 0.0% | 0.0% | 96 | -298 | -1.59% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | New | 17,110 | 1,033 | 0.01% | — | 97 | +17,110 | New | Q1 2026 | May 08, 2026 |
| Traveka Wealth, LLC | History | Added to | 15,362 | 928 | 0.35% | 0.31% | 98 | +2,315 | 17.74% | Q1 2026 | Apr 22, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 15,011 | 907 | 0.35% | 0.36% | 100 | -1,180 | -7.29% | Q1 2026 | May 05, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 15,009 | 907 | 0.07% | 0.07% | 99 | -328 | -2.14% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 15,004 | 906 | 0.09% | 0.09% | 101 | -146 | -0.96% | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 14,685 | 887 | 0.02% | 0.02% | 102 | -690 | -4.49% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,016 | 868 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lansing Street Advisors | History | Reduced | 14,225 | 859 | 0.22% | 0.21% | 104 | -17 | -0.12% | Q1 2026 | Apr 28, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 12,542 | 757 | 0.11% | 0.1% | 105 | +544 | 4.53% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 12,363 | 747 | 0.0% | 0.0% | 106 | -3,049 | -19.78% | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | New | 12,357 | 746 | 0.06% | — | 107 | +12,357 | New | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 12,100 | 731 | 0.04% | 0.06% | 108 | -8,212 | -40.43% | Q1 2026 | Apr 13, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 11,239 | 679 | 0.07% | 0.06% | 109 | +92 | 0.83% | Q1 2026 | Apr 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 10,874 | 657 | 0.03% | 0.03% | 110 | +1,501 | 16.01% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,722 | 648 | 0.0% | 0.0% | 111 | +4,697 | 77.96% | Q1 2026 | Apr 30, 2026 |
| Williams & Novak, LLC | History | Reduced | 9,498 | 580 | 0.43% | 0.45% | 112 | -830 | -8.04% | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 9,495 | 573 | 0.02% | 0.01% | 113 | +423 | 4.66% | Q1 2026 | Apr 23, 2026 |
| KM Capital Management Ltd. | History | Reduced | 7,599 | 549 | 0.37% | 0.23% | 114 | -316 | -3.99% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,839 | 534 | 0.0% | 0.0% | 115 | +1,691 | 23.66% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,673 | 524 | 0.0% | 0.0% | 116 | +8,447 | 3737.61% | Q1 2026 | May 01, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Reduced | 8,607 | 520 | 0.09% | 0.11% | 117 | -3,475 | -28.76% | Q1 2026 | Apr 13, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 8,548 | 516 | 0.04% | 0.16% | 118 | -27,442 | -76.25% | Q1 2026 | Apr 16, 2026 |
| Worth Asset Management, LLC | History | New | 8,378 | 506 | 0.19% | — | 119 | +8,378 | New | Q1 2026 | Apr 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,363 | 505 | 0.02% | 0.02% | 120 | -4,551 | -35.24% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,208 | 496 | 0.04% | 0.01% | 121 | +6,438 | 363.73% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 8,513 | 492 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 8,130 | 491 | 0.07% | 0.08% | 123 | -1,895 | -18.9% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 8,056 | 486 | 0.0% | — | 124 | +8,056 | New | Q1 2026 | Apr 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 7,134 | 431 | 0.02% | 0.03% | 125 | +2,576 | 56.52% | Q1 2026 | Apr 22, 2026 |
| Asempa Wealth Advisors | History | Added to | 6,950 | 424 | 0.37% | 0.34% | 126 | +143 | 2.1% | Q1 2026 | Apr 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,913 | 417 | 0.0% | 0.0% | 127 | -3,240 | -31.91% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,897 | 416 | 0.0% | 0.0% | 128 | +2,827 | 69.46% | Q1 2026 | May 15, 2026 |
| Dentgroup LLC | History | No change | 7,124 | 412 | 0.28% | 0.28% | 129 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Csenge Advisory Group | History | Added to | 6,360 | 384 | 0.02% | 0.01% | 130 | +1,378 | 27.66% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | New | 5,994 | 362 | 0.0% | — | 131 | +5,994 | New | Q1 2026 | May 15, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 5,904 | 356 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 5,804 | 350 | 0.18% | 0.18% | 133 | -100 | -1.69% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,775 | 348 | 0.0% | 0.0% | 134 | +622 | 12.07% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 5,588 | 337 | 0.0% | 0.0% | 135 | +218 | 4.06% | Q1 2026 | May 06, 2026 |
| Seed Wealth Management, Inc. | History | No change | 5,500 | 332 | 0.23% | 0.22% | 136 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Aspire Private Capital, LLC | History | Added to | 5,466 | 330 | 0.07% | 0.06% | 137 | +530 | 10.74% | Q1 2026 | Apr 22, 2026 |
| NOVEM GROUP | History | Reduced | 5,424 | 327 | 0.04% | 0.04% | 138 | -1,106 | -16.94% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,163 | 312 | 0.01% | 0.01% | 139 | -43 | -0.83% | Q1 2026 | Apr 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 5,148 | 311 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Jordan Park Group LLC | History | No change | 5,118 | 309 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | Reduced | 5,088 | 307 | 0.15% | 0.38% | 142 | -8,071 | -61.33% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,078 | 306 | 0.0% | 0.0% | 143 | +231 | 4.77% | Q1 2026 | May 04, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 4,902 | 301 | 0.29% | 0.27% | 144 | -15 | -0.31% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 4,889 | 295 | 0.01% | 0.01% | 145 | +203 | 4.33% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,841 | 292 | 0.0% | 0.0% | 146 | -230 | -4.54% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,590 | 277 | 0.0% | 0.0% | 147 | +320 | 7.49% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | New | 4,472 | 270 | 0.0% | — | 149 | +4,472 | New | Q1 2026 | May 12, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 4,474 | 270 | 0.08% | 0.08% | 148 | -412 | -8.43% | Q1 2026 | Apr 20, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 4,465 | 269 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PUREfi Wealth, LLC | History | New | 4,347 | 262 | 0.17% | — | 151 | +4,347 | New | Q1 2026 | Apr 28, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 4,300 | 259 | 0.09% | 0.09% | 152 | -51 | -1.17% | Q1 2026 | Apr 09, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 4,030 | 243 | 0.17% | 0.16% | 153 | -58 | -1.42% | Q1 2026 | Apr 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 3,941 | 238 | 0.03% | 0.06% | 154 | -4,965 | -55.75% | Q1 2026 | Apr 23, 2026 |
| SEEDS INVESTOR LLC | History | New | 3,589 | 237 | 0.03% | — | 155 | +3,589 | New | Q1 2026 | May 11, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 3,906 | 236 | 0.13% | — | 156 | +3,906 | New | Q1 2026 | May 11, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 3,853 | 232 | 0.06% | 0.05% | 157 | +284 | 7.96% | Q1 2026 | Apr 09, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 3,793 | 229 | 0.03% | 0.02% | 158 | +48 | 1.28% | Q1 2026 | Apr 24, 2026 |
| Acropolis Investment Management, LLC | History | No change | 3,601 | 217 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NewEdge Wealth, LLC | History | New | 3,548 | 214 | 0.0% | — | 160 | +3,548 | New | Q1 2026 | May 13, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 3,506 | 211 | 0.14% | 0.16% | 161 | -865 | -19.79% | Q1 2026 | Apr 15, 2026 |
| Accelerate Investment Advisors LLC | History | New | 3,448 | 208 | 0.14% | — | 162 | +3,448 | New | Q1 2026 | Apr 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 3,427 | 207 | 0.0% | — | 163 | +3,427 | New | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | New | 3,331 | 201 | 0.0% | — | 164 | +3,331 | New | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 3,274 | 198 | 0.02% | 0.02% | 165 | -361 | -9.93% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,068 | 185 | 0.0% | 0.0% | 166 | -136 | -4.24% | Q1 2026 | May 14, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 2,969 | 179 | 0.19% | 0.15% | 168 | +376 | 14.5% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 2,977 | 179 | 0.0% | 0.0% | 167 | +55 | 1.88% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,968 | 171 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,682 | 162 | 0.04% | — | 170 | +2,682 | New | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | No change | 2,556 | 147 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,866 | 112 | 0.0% | 0.0% | 172 | +1,592 | 581.02% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | New | 1,799 | 108 | 0.0% | — | 173 | +1,799 | New | Q1 2026 | May 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,747 | 105 | 0.01% | — | 174 | +1,747 | New | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,606 | 97 | 0.0% | 0.0% | 175 | +445 | 38.33% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 1,091 | 65 | 0.0% | — | 176 | +1,091 | New | Q1 2026 | Apr 13, 2026 |
| Mosley Wealth Management | History | New | 1,059 | 59 | 0.03% | — | 177 | +1,059 | New | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 968 | 58 | 0.0% | 0.0% | 178 | -53 | -5.19% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 906 | 54 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 877 | 52 | 0.0% | 0.0% | 180 | -3 | -0.34% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Added to | 853 | 51 | 0.0% | 0.0% | 181 | +52 | 6.49% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 785 | 47 | 0.0% | — | 182 | +785 | New | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 635 | 38 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 549 | 33 | 0.02% | — | 185 | +549 | New | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 550 | 33 | 0.0% | 0.0% | 184 | +30 | 5.77% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | No change | 499 | 30 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| VANGUARD ADVISERS INC | History | New | 446 | 26 | 0.0% | — | 187 | +446 | New | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 396 | 23 | 0.0% | 0.0% | 188 | -375 | -48.64% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 404 | 23 | 0.0% | 0.0% | 189 | -2 | -0.49% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 317 | 19 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | New | 198 | 13 | 0.0% | — | 193 | +198 | New | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | Added to | 229 | 13 | 0.0% | 0.0% | 192 | +146 | 175.9% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 229 | 13 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 187 | 11 | 0.0% | 0.0% | 195 | -31 | -14.22% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 194 | 11 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 158 | 9 | 0.0% | — | 196 | +158 | New | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 142 | 8 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 140 | 8 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Arlington Trust Co LLC | History | No change | 135 | 8 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,139 | 7 | 0.0% | 0.0% | 200 | +2,043 | 40.09% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 103 | 6 | 0.0% | — | 204 | +103 | New | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | New | 100 | 6 | 0.0% | — | 203 | +100 | New | Q1 2026 | May 01, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 112 | 6 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Meramec Financial Planners, LLC | History | No change | 92 | 6 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Napier Financial, LLC | History | New | 99 | 5 | 0.0% | — | 206 | +99 | New | Q1 2026 | May 05, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 95 | 5 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Synergy Investment Management, LLC | History | New | 73 | 4 | 0.0% | — | 207 | +73 | New | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | New | 66 | 3 | 0.0% | — | 208 | +66 | New | Q1 2026 | May 11, 2026 |
| CGC Financial Services, LLC | History | New | 57 | 3 | 0.0% | — | 209 | +57 | New | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 36 | 2 | 0.0% | 0.0% | 212 | -4 | -10.0% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 47 | 2 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| New Republic Capital, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BAYBAN | History | No change | 25 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,026 | -100.0% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,840 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,521 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,904 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CFS Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,597 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sheridan Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,129 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,938 | -100.0% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,716 | -100.0% | Q1 2026 | May 04, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,548 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -497 | -100.0% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -393 | -100.0% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 01, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 08, 2026 |
| 10Elms LLP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |